Barrett Banks Grant
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Boon Street MarketApr 2025 to Jun 2026
- Iggy's BoardwalkJun 2023 to Sep 2023
- University of Rhode IslandJul 2022 to Apr 2025
- Southern Methodist UniversityAug 2021 to Dec 2022
- Camp DudleyJun 2019 to Jul 2022
- Waffle CabinMay 2019 to Jun 2019
- University of Rhode IslandNov 2017 to May 2019
- Ridgefield SoccerSep 2017 to Nov 2017
- University of Rhode IslandJan 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8305468
- Firm CRD
- 7691